BSD

Brand, intelligence + strategy for funds, asset managers, fintech. We ❤️ charts and sketching. #Finance native #AI accelerated. By @RMBrenna. Notes, not advice.

[WSJ Business News @WSJbusiness]

Google Discloses $94.1 Billion in SpaceX Stock, Marking 6% Stake https://t.co/PIV7GG1bZy

[zerohedge @zerohedge]

*ANTHROPIC IS SAID TO PLAN IPO INVESTOR MEETINGS IN COMING WEEKS

[BSD @BuySideDesign]

Full send mode over there 👀 $AMZN

[Cointelegraph @Cointelegraph]

🔥 NEW: Amazon will begin satellite internet service this year after launching 29 new satellites to rival Starlink.

[The New York Times @nytimes]

Scientists have created a synthetic cell that can eat, grow and reproduce. The lab-made cell, called SpudCell, could help researchers better understand the basic building blocks of life. https://t.co/VNw61gFWYo

[zerohedge @zerohedge]

SpaceX has developed a prototype for a handset-like device designed to reshape how humans interact with artificial intelligence: WSJ

The prototype features a sleek design that is slimmer than an iPhone; it was shown to some investors and other stakeholders ahead of the company’s IPO

The prototype was designed to run on a proprietary operating system and integrate AI technology from SpaceX’s xAI. The device would use a Qualcomm Snapdragon chipset

[Weave Robotics @weaverobotics]

Today, we’re launching our home robot Isaac 1.

Isaac 1 deliveries will begin this fall.

Order yours below.

[Forbes @Forbes]

Palantir Billionaire Alex Karp Calls AI Industry ‘Effing Insane’ In Heated Interview
https://t.co/rlIOjr4ck1

[zerohedge @zerohedge]

The reason why both Google and Anthropic signed only 90 day contracts with SpaceX is because despite all the bluster, that is as much visibility into compute demand the hyperscalers have

[Bloomberg @business]

Wall Street is betting big on AI. But if every bank, hedge fund and adviser uses similar models, does anyone still have an edge? New research explores how AI could reshape investing. https://t.co/PTB4X43g3A

[Garry Tan @garrytan]

Woke up early today to use Fable 5 but it’s not enabled yet 😫

[Hedgeye @Hedgeye]

BREAKING: Meta is spending close to $50,000/year per employee on AI tokens.

[BSD @BuySideDesign]

Secondary markets incoming 👀

[zerohedge @zerohedge]

*META IS BUILDING A CLOUD BUSINESS TO SELL EXCESS AI COMPUTE

First SpaceX, now Meta selling something called "excess compute"

[TechCrunch @TechCrunch]

The “Father of the Internet” is finally retiring https://t.co/lYfGFfBsje

[BSD @BuySideDesign]

Getting ready to build on Fable 🏋️‍♂️

[Anthropic @AnthropicAI]

We’ve received notice that the Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5.

We'll begin restoring access tomorrow, and will share an update soon.

We’re grateful to our users for their patience, and to everyone who worked with us on redeploying the models.

[BSD @BuySideDesign]

@AnthropicAI Party time 🥳

[BSD @BuySideDesign]

@Figure_robot 👀

[Figure @Figure_robot]

F.03 has arrived at BMW

[Morningstar, Inc. @MorningstarInc]

Inflation called. Can your portfolio answer? https://t.co/wWOCOTnQZD